See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,324 | $60,349+64.6% | $74,183+33.9% | $62,891+57.9% |
| Participation rate | 82.0% | 72.7%+9.3pp | 76.6%+5.4pp | 69.3%+12.7pp |
| Annual return | 5.27% | 21.37%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,594 | $1,680-5.1% | $2,370-32.7% | $2,281-30.1% |
| Participant deferral / active EE | $4,990 | $2,856+74.7% | $3,550+40.6% | $3,203+55.8% |
| Admin fee / account holder | $4,820 | $4,261+13.1% | $5,586-13.7% | $4,296+12.2% |